Phoenix Wealth Advisors’s Enphase Energy ENPH Stock Holding History

Phoenix Wealth Advisors’s Portfolio ENPH Stock Details ENPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,176	Closed	-$247K	–	108
2023 Q1	$247K	Sell	1,176 -19	-2%	-$4.12K	0.15%	93
2022 Q4	$317K	Sell	1,195 -227	-16%	-$66K	0.19%	74
2022 Q3	$395K	Sell	1,422 -59	-4%	-$15.9K	0.4%	53
2022 Q2	$289K	Buy	+1,481	New	+$268K	0.28%	84

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Phoenix Wealth Advisors's ENPH Position: Q2 2023 in Review

Phoenix Wealth Advisors sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 1,176 shares — an estimated $247K sold.

Phoenix Wealth Advisors first reported a position in ENPH in Q2 2022 and held it in 4 quarters. The position peaked at $395K in Q3 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Phoenix Wealth Advisors reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Phoenix Wealth Advisors sold 1,176 Enphase Energy shares in Q2 2023, an estimated $247K.
Phoenix Wealth Advisors first reported a position in Enphase Energy in Q2 2022 and held it in 4 quarters.
Phoenix Wealth Advisors's Enphase Energy position peaked at $395K in Q3 2022.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.